Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on. Each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Home Care Referral Intake Routing
When a new referral arrives in WellSky, WebRun reads the referral details, checks for intake capacity, assigns it to the right coordinator, and posts an internal Slack notification so the team can act within the hour.
Automated Missed EVV Clock-In Alerts for Home Care
WebRun monitors AxisCare for scheduled visits where the caregiver has not clocked in on time, and immediately posts an internal alert to Slack so a coordinator can intervene before the client is left without care.
Automated Home Care Visit Notes Documentation Chaser
Every morning, WebRun finds visits in Aaniie with incomplete or missing documentation and drafts a reminder message to the caregiver for a supervisor to review and send before the billing window closes.
Automated Home Care Family Update Drafts
After each completed visit, WebRun reads the visit notes in AlayaCare and drafts a warm, plain-language family status update in Gmail for a care coordinator to review and send.
Automated Caregiver Birthday and Anniversary Recognition
Each morning, WebRun checks AxisCare for caregiver birthdays and work anniversaries happening today or this week, and drafts a personal recognition message in Gmail for the supervisor to review and send.
Automated Caregiver Credential Expiry Alerts
WebRun scans AxisCare for caregiver licenses, CPR cards, and certifications nearing expiry, posts an internal alert to Slack, and drafts renewal reminder emails for a coordinator to review before sending.
Automated Home Care Plan Reauthorization Reminders
WebRun monitors AlayaCare for care plans due for review or reauthorization within 30 days, posts an internal Slack reminder, and drafts a summary for the clinician to approve before sending to the payer.
Automated Home Care Payer Authorization Tracking
WebRun checks WellSky for payer authorizations expiring within 30 days, posts an internal Slack digest to the billing team, and drafts a renewal request for each at-risk client for a coordinator to review before submitting.
Automated HOA Work Order Vendor Dispatch
When a new work order lands in TownSq, WebRun reads the issue type, matches it to the right vendor from your roster, and drafts a dispatch email for the manager to approve and send.
Automated HOA Violation Notice Drafting
When a new violation is logged, WebRun pulls the details from Vantaca, drafts a formal CC&R notice citing the correct rule, and queues it for the manager to review and approve before it reaches the homeowner.
Automated HOA Violation Cure Deadline Tracking
Every morning, WebRun checks Vantaca for open violations approaching or past their cure deadline, updates the compliance tracker in Google Sheets, and drafts follow-up notices for the manager to review.
Automated HOA Vendor COI Expiry Tracking
Every week, WebRun checks your vendor COI tracker in Google Sheets, flags certificates expiring within 30 days, and drafts a renewal request email to each vendor for the manager to send.
Automated HOA New Homeowner Welcome Emails
When a new owner is added to PayHOA, WebRun gathers their account details, drafts a welcome email with portal login instructions, and queues it for manager review before anything is sent.
Automated HOA Monthly Financial Summary Digest
On the first of each month, WebRun pulls key financial figures from PayHOA, compiles a concise summary of income, expenses, and reserve status, and posts it to the management Slack channel so the team starts the month informed.
Automated HOA Late Fee Waiver Request Review
When a homeowner submits a late-fee waiver request, WebRun pulls their payment history from PayHOA, summarizes the case, and adds it to the board waiver review list in Google Sheets so the board can decide at the next meeting.
Automated HOA Homeowner Request Triage and Routing
Every morning, WebRun reads new homeowner requests in TownSq, categorizes each by type, assigns it to the correct team queue in Google Sheets, and posts a triage summary to Slack so the manager starts the day knowing exactly what landed overnight.
Automated HOA Board Meeting Packet Assembly
Before each board meeting, WebRun pulls the financials from PayHOA, collects open violations, work orders, and ARC items from the tracker, and compiles the full packet outline into a Google Sheets summary for the manager to finalize.
Automated HOA Delinquency Notice Drafting
Every week, WebRun opens Vantaca, finds owners with overdue assessments, drafts a polite delinquency notice for each, and queues them for the manager to review and send.
Automated HOA Architectural Review Request Tracking
Every morning, WebRun checks TownSq for open architectural review requests, updates the status tracker, flags requests nearing their decision deadline, and drafts owner update emails for the manager to send.
Automated HOA Amenity Reservation Confirmations
Every morning, WebRun checks TownSq for new amenity reservation requests, logs them to the reservations tracker, and drafts a confirmation email for each so the manager can approve and send with one click.
Automated Golf Course Weekly Revenue Report
Every Monday, WebRun pulls last week's rounds played and revenue from ForeUP, and posts a clean digest to Slack so management has the numbers before the week begins.
Automated Golf Tee Time Waitlist Fill
When a tee time is cancelled, WebRun finds the next golfer on the waitlist, drafts an offer email for staff review, and posts the open slot to Slack so no tee time stays empty.
Automated Golf Tournament Registration Digest
Every morning, WebRun pulls the latest tournament registration counts from ForeUP and posts a tidy digest to Slack so your events team always knows where each event stands.
Automated Golf No-Show Follow-Up
When a golfer no-shows a tee time, WebRun drafts a courteous follow-up message for your review so you can re-engage them before they book elsewhere.
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